See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,311 | $73,004-5.1% | $90,749-23.6% | $68,494+1.2% |
| Participation rate | 82.4% | 70.8%+11.5pp | 75.7%+6.7pp | 67.9%+14.5pp |
| Annual return | -17.31% | -13.81%-3.5pp | -12.16%-5.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,254 | $2,193-42.8% | $2,921-57.1% | $2,596-51.7% |
| Participant deferral / active EE | $2,715 | $3,627-25.1% | $4,564-40.5% | $4,027-32.6% |
| Admin fee / account holder | $12,930 | $5,896+119.3% | $8,445+53.1% | $5,403+139.3% |